| 2019 | 401(k) #1 (H) | |
| 2019 | 529 ACCOUNTS (H) | |
| 2019 | ABAThrift Savings 401(k) (no control) (H) | |
| 2019 | Advisors Inner Circle FDS Edgewood Growth Instl Cl (EGFIX) | N |
| 2019 | Ameriprise Insured Deposit Account (IDA) (cash) | L |
| 2019 | Artisan High Income Inst (APHFX) | M |
| 2019 | Artisan Intl Value Fd Ins (APHKX) | K |
| 2019 | Artisan Intl Value Inst (APHKX) | M |
| 2019 | Ashmore EM Mkts Sht Dur-Inst | K |
| 2019 | Ashmore Emerging Markets Short Dur I (ESFIX) | M |
| 2019 | Blackrock Strategic Inc. Opp Fd Ins (BSIIX) | |
| 2019 | Blackrock Strategic Income Opportunities (BSIIX) | |
| 2019 | Citibank (cash accounts) | K |
| 2019 | Dept. of Justice Credit Union (cash) | N |
| 2019 | Dreihaus Inc. Mut. Fd. Emerging Mkt. Act (DIEMX) | M |
| 2019 | Driehaus Emg Mkts Growth Fund (DREGX) | K |
| 2019 | Edgewood Growth Fund (EGFIX) | L |
| 2019 | FMI Funds Large Cap (FMIQX) | N |
| 2019 | FMI Large Cap Fd (FMIHX) | L |
| 2019 | Federated Govt Obli Fd (GOFXX) | K |
| 2019 | Matthews Asia Dividends Ins (MAPIX) | K |
| 2019 | Matthews Intl Fds Asia Div. Fd. (MIPIX) | M |
| 2019 | Metropolitan West Tot Ret Bd P (MWTSX) | O |
| 2019 | Miller Convertible Bond Fund (MCIFX) | K |
| 2019 | Miller Invt TR Convertible Bond Fund (MCIFX) | L |
| 2019 | NB Muni I/T Bonds Fnd Ins. (NBH) | M |
| 2019 | Newberger Berman Core Bd Fd Intl Cl (NCRLX) | N |
| 2019 | Nuveen Short Duration High Yield Muni Bond Fd. (NVHAX) | K |
| 2019 | Oil & Gas Royalty (Houston & San Antonio, TX) | L |
| 2019 | RGIP, LLC | L |
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